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Sheaff Brock Investment Advisors’s Coinbase COIN Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,364
Closed -$362K – 469
2024
Q1 		$362K Hold
1,364
– – 0.02% 332
2023
Q4 		$237K Buy
+1,364
New +$149K 0.02% 388
2022
Q2 		– Sell
-1,785
Closed -$339K – 514
2022
Q1 		$339K Buy
1,785
+385
+28% +$75.2K 0.02% 348
2021
Q4 		$353K Sell
1,400
-48
-3% -$14K 0.02% 342
2021
Q3 		$330K Buy
1,448
+200
+16% +$49.2K 0.02% 350
2021
Q2 		$316K Buy
+1,248
New +$324K 0.02% 354

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sheaff Brock Investment Advisors's COIN Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Coinbase (COIN) in Q2 2024, closing a stake of 1,364 shares — an estimated $362K sold.

Sheaff Brock Investment Advisors first reported a position in COIN in Q2 2021 and held it in 6 quarters. The position peaked at $362K in Q1 2024. 913 funds tracked by Wall St. Rank hold COIN as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining Coinbase position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 1,364 Coinbase shares in Q2 2024, an estimated $362K.
  • Sheaff Brock Investment Advisors first reported a position in Coinbase in Q2 2021 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Coinbase position peaked at $362K in Q1 2024.
  • 913 funds tracked by Wall St. Rank held Coinbase as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.